Expert Insights
December 06, 2024
Blog
Made for advice®
See why financial advisors have been partnering with NCM Investments since 1999
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December 05, 2024
Download
Making Money Without The Magnificent 7
Download the case for broader equity market diversification with Jason Isaac, CAIA, CFA, manager of NCM Global Income Growth Class
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November 20, 2024
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Why invest in the blue chips of tomorrow?
Download this summary of the case for mini-blue chips by portfolio manager, Alex Sasso, CFA
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November 13, 2024
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Webinar: Portfolio Reset 2025
Join us at 1pm ET on December 4th for an insightful preview of the year ahead
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November 11, 2024
Video
Three Reasons to Own Mini-Blue Chips Now
The hidden opportunity in Canada's smaller companies with Alex Sasso, CFA, manager of NCM Small Companies Class and NCM Income Growth Class
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October 22, 2024
Video
NCM Global Income Growth Class overview
Portfolio manager Jason Isaac, CAIA, CFA on how he manages NCM Global Income Growth Class and why it’s such a strong complement to traditional global balanced funds and ETFs.
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October 15, 2024
Video
NCM Income Growth Class overview
Portfolio manager Alex Sasso, CFA on how he manages NCM Income Growth Class and why it fits so well with conventional dividend stocks, funds and ETFs in a portfolio.
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October 11, 2024
Blog
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'Iorio, MBA, CFA reviews Q3 2024 and shares his thoughts on the market.
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October 10, 2024
Video
NCM Dividend Champions overview
Portfolio manager Michael Simpson, CFA on how he manages NCM Dividend Champions and why his approach to limiting downside is different than other funds and ETFs.
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September 19, 2024
Blog
Commentary: NCM Dividend Champions
On September 19, 2024, Portfolio Manager Michael Simpson, CFA discussed what makes a Dividend Champion, why we are seeing a resurgence of Dividend Champions and the impact of the US election on Canada.
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September 18, 2024
Blog
Commentary: NCM Global Income Growth Class
On September 18, 2024, Portfolio Manager Jason Isaac, CAIA, CFA addressed what small traders are doing, the US election, and how NCM Global Income Growth Class is positioned.
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September 04, 2024
Blog
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'Iorio, MBA, CFA shares his thoughts on recent market and economic events.
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August 08, 2024
Video
Commentary: NCM Income Growth Class
Portfolio Manager Alex Sasso, CFA discusses the advantages of dividend-paying companies in the current market, why he aims for a 50% payout ratio, and how he is positioning the portfolio in relation to expected interest rate cuts.
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August 08, 2024
Video
Commentary: NCM Small Companies Class
Portfolio Manager Alex Sasso, CFA shares his view on why we could be on the cusp of a new small cap cycle, why free cash flow is an important investment metric, and how he's capturing upside today.
Read more August 07, 2024
Video
Commentary: NCM Global Income Growth Class
On August 7, 2024, portfolio manager Jason Isaac, CAIA, CFA provided his perspective on recent market volatility and some changes he has made to the NCM Global Income Growth Class portfolio.
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July 15, 2024
Video
Commentary: NCM Dividend Champions
On July 15, 2024, portfolio manager Michael Simpson, CFA provided an update on the markets, the US election, Canadian stock valuations, and some of the Dividend Champions currently in his portfolio.
Read more July 11, 2024
Blog
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'Iorio, MBA, CFA reviews Q2 2024 in world markets and provides his outlook for the rest of the year.
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June 11, 2024
Webinar replay
Webinar replay: Global Megatrends
Host Alex Sasso, CFA interviews NCM Core Global and NCM Core International portfolio manager Phil D’Iorio, MBA, CFA about the global megatrends that he sees creating world-changing opportunities for investors.
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June 07, 2024
Video
Commentary: NCM Global Income Growth Class
On June 7, 2024, Portfolio Manager Jason Isaac, CAIA, CFA provided an update on recent market events and how he is currently positioning the NCM Global Income Growth Class portfolio.
Read more June 03, 2024
Blog
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'Iorio, MBA, CFA reviews the current interest rate environment and provides a look back on historical data.
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May 27, 2024
Video
Commentary: NCM Dividend Champions
On May 27, 2024, Portfolio Manager Michael Simpson, CFA provided an update on the markets, world events, his macro outlook and some of the Dividend Champions currently in his portfolio.
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May 01, 2024
Webinar replay
Webinar Replay: Buy in May and go away!
Host Alex Sasso, CFA interviews NCM Global Income Growth portfolio manager, Jason Isaac, CAIA, CFA, about myths of market seasonality and how he plans to pursue continued strong performance in the coming summer months.
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April 15, 2024
Video
Commentary: NCM Dividend Champions
On April 15, 2024, Portfolio Manager Michael Simpson, CFA provided an update on the economy and highlighted some portfolio holdings that illustrate his successful Dividend Champions style.
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April 15, 2024
Video
Commentary: NCM Global Income Growth Class
On April 15, 2024, Portfolio Manager Jason Isaac, CAIA, CFA, shared a market update and some of his recent changes to the NCM Global Income Growth Class portfolio.
Read more April 02, 2024
Blog
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'Iorio, MBA, CFA reviews Q1 results and provides a look into corporate earnings and other economic data.
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April 01, 2024
Blog
2024 Mutual Fund Provider of The Year Finalist
NCM Investments has been selected as a finalist for 2024 Mutual Fund Provider of The Year by the Wealth Professional Awards.
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March 25, 2024
Video
Commentary: NCM Pension Portfolios
On March 25, 2024, Portfolio Manager John Poulter, CFA shared his latest views on equity and fixed income markets and how he is currently positioning the NCM Pension Portfolios.
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March 04, 2024
Video
Commentary: NCM Income Growth Class
On March 4, 2024, Portfolio Manager Alex Sasso, CFA shared the latest portfolio metrics for NCM Income Growth Class and highlighted one of the fund’s most promising new holdings.
Read more February 29, 2024
Blog
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'Iorio, MBA, CFA provides insight into the narrow breadth and market concentration in the S&P 500.
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February 26, 2024
Video
Commentary: NCM Global Income Growth Class
On February 26, 2024, Portfolio Manager Jason Isaac, CAIA, CFA, shared a market update and some insight into the sectors that he is over- and under-weighting in the portfolio.
Read more February 20, 2024
Video
Commentary: NCM Dividend Champions
On February 20, 2024, Portfolio Manager Michael Simpson, CFA provided on update on the economy, his interest rate outlook, world events, and some portfolio holdings.
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February 13, 2024
Video
NCM Investments proudly celebrates 25 years
To the financial advisors and investors across Canada who have trusted us to help them reach their goals over the past quarter century, a heartfelt Thank You from NCM Investments.
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February 13, 2024
Webinar replay
NCM Outlook 2024 Webinar Replay
Wan Kim (AKA The Growth Coach) chats with portfolio managers Alex Sasso, CFA and Michael Simpson, CFA about what's in store for 2024 and how they are managing their portfolios.
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February 12, 2024
Video
Commentary: NCM Core Global and NCM Core International
On February 12, 2024, Portfolio Manager Phil D’Iorio, MBA, CFA, reviewed 2023 global market performance, shared his outlook for 2024, and highlighted a number of compelling holdings in the funds.
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February 12, 2024
Video
Commentary: NCM Pension Portfolios
On February 12, 2024, Portfolio Manager John Poulter, CFA shared his latest views on equity and fixed income markets and how he is currently positioning the NCM Pension Portfolios.
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February 05, 2024
Video
Commentary: NCM Core Canadian
On February 5, 2024, Portfolio Manager Keith Leslie, CFA provided an update on the “catch-up trade” in low volatility stocks that has been carrying the fund to strong performance as of late.
Read more January 22, 2024
Blog
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'Iorio, MBA, CFA reviews 2023 economic and market events and where he's currently looking for opportunity in 2024.
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January 18, 2024
Video
Why NCM Income Growth Class now?
With an 18-year track record, this fund is built for today's challenges. Watch to learn more.
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January 16, 2024
Video
How can NCM Dividend Champions help?
As the fund turns 3 years old, our experts discuss how it can help investors prosper in today's market.
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January 10, 2024
Video
Why invest in volatile times?
Watch our experts answer some of the toughest questions facing investors today.
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January 09, 2024
Video
What about all the negative headlines?
Watch our experts answer some of the toughest questions facing investors today.
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January 08, 2024
Video
Commentary: NCM Global Income Growth Class
On January 8, 2024, Portfolio Manager Jason Isaac, CAIA, CFA, shared a market update and some insight into his aggressive asset mix positioning heading into 2024.
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January 08, 2024
Video
Commentary: NCM Dividend Champions
On January 8, 2024, Portfolio Manager Michael Simpson, CFA recapped some market highlights for 2023 and shared his somewhat divergent outlooks for Canada and the US heading into 2024.
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January 04, 2024
Video
What if there's a recession?
Watch our experts answer some of the toughest questions facing investors today.
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January 02, 2024
Video
How can I beat inflation?
Watch our experts answer some of the toughest questions facing investors today.
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December 21, 2023
Video
What if interest rates keep going up?
Watch our experts answer some of the toughest questions facing investors today.
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December 19, 2023
Video
Why don't I just stay in cash?
Watch our experts answer some of the toughest questions facing investors today.
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December 14, 2023
Video
Our experts answer some of the toughest questions facing investors
When investors are feeling unsure, these are the reasons to be invested.
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November 13, 2023
Download
NCM Dividend Solutions are extraordinary together
With three of the best dividend-focused fund managers in your portfolio, it's always a good time to be invested. This investor case study shows you why.
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September 12, 2023
Register now
Webinar: Income Solutions Your Clients Will Love
Join us on Wednesday, October 4th at 1pm ET
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September 12, 2023
Blog
Is AI Hype Creating a Bubble in Tech Stocks?
Phil D'Iorio, MBA, CFA, portfolio manager of NCM Core Global and NCM Core International, on how he sees the impact of AI on market valuations.
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July 27, 2023
Register now
Webinar: Supercharge your advisory practice with the Growth Coach
Join us on Tuesday, August 22nd at 1pm ET
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July 21, 2023
Video
Practice Management: Who Are You?
Wan Kim, our Senior VP of National Sales and Marketing, on standing out in the marketplace by knowing who you are.
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June 29, 2023
Video
Welcome to Dividend Season
Investors may have questions about volatility, inflation and recession. We have answers.
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May 09, 2023
Download
New! NCM Small Companies Class booklet
Great small companies are everywhere. Some are household names, but many fly below the radar. See how these “mini-blue chips” can drive out-sized returns.
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May 01, 2023
Video
Practice Management: The Two-Topic Seminar
Wan Kim, our Senior VP of National Sales and Marketing, on how to team up with other experts to meet new clients.
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April 25, 2023
Blog
Why Stay The Course?
Portfolio Manager Keith Leslie on the temptations and pitfalls of trying to time the market, and why it’s best to stay the course.
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April 18, 2023
Video
Practice Management: The Reference Letter
Wan Kim, our Senior VP of National Sales and Marketing, on how a reference letter can showcase your skill - and who to ask for one.
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April 18, 2023
Download
Positive returns over every 3-year period
NCM Global Income Growth Class has not lost money over any 3-year period since the fund's inception in May 2011, even during some of the biggest market disruptions.
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April 05, 2023
Blog
NCM is a Mutual Fund Provider Of The Year finalist
For the second year in a row, NCM Investments has been named as a finalist for Mutual Fund Provider of The Year by the Wealth Professional Awards.
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March 25, 2023
Blog
Joseph Varone named Top 50 Wholesaler
We are pleased to announce that Joseph Varone, Vice President, Regional Sales for Alberta, Saskatchewan and Manitoba has been named a Top 50 Wealth Management Wholesaler in Canada by Wealth Professional.
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February 13, 2023
Video
Practice Management: Apply For The Job
Wan Kim, our Senior VP of National Sales and Marketing, on how to apply to become a client’s new investment advisor.
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February 01, 2023
Blog
Meet the Dividend Season Portfolio Managers
Download bios for Michael Simpson (NCM Dividend Champions), Alex Sasso (NCM Income Growth Class) and Jason Isaac (NCM Global Income Growth Class)
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January 13, 2023
Blog
It's Dividend Season! Grab these new booklets
Insights for advisors and investors on how to reduce volatility, fight inflation and resist recessions with dividends.
Read more January 05, 2023
Video
Practice Management: The Elevator Pitch
Wan Kim, our Senior VP of National Sales and Marketing, shares the best investment advisor elevator pitch he’s ever heard.
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November 01, 2022
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October 07, 2022
Blog
New! NCM Dividend Champions booklet
When investors are concerned about volatility, one of the best solutions is to own dividend-paying companies of the highest quality. See how NCM Dividend Champions is delivering the goods.
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September 16, 2022
Video
Welcome to NCM Investments
At NCM, we believe that doing things a little bit differently can make a big difference.
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August 24, 2022
Blog
Z Series: The first and only Flat-Fee funds in Canada
Here's how to access our exceptional active management with some of the lowest fund management fees anywhere.
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August 16, 2022
Blog
Know Your Product (KYP) made easy
Recommend NCM with total confidence. Our KYP tool makes it easy to compare performance, fees and risk, and save a date-stamped due diligence record in case you need it later.
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July 25, 2022
Blog
Dividend Champions: Returns up, risk down
Dividend-paying companies have historically produced higher returns with less risk, and there's nobody better at picking Dividend Champions than our own Michael Simpson.
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May 23, 2022
Blog
NCM named Mutual Fund Provider of The Year Finalist
We have once again been selected as a Wealth Professional Awards finalist. Here are some of the reasons why.
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